Caterpillar shares owned by Surevest
Historical chart of Surevest investment in Caterpillar
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All positions including Caterpillar held by Surevest consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Surevest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $33k | 200 | 165.00 |
| 2022-06-30 | $49k | 274 | 178.83 |
| 2022-03-31 | $45k | 200 | 225.00 |
| 2021-12-31 | $37k | 180 | 205.56 |